Advisor at Advise Financial
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About
With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals.
If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place.
Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates.
He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value.
As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele.
He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
Expertise
General retirement planning
Retirement income strategy
Wealth management
General tax planning
Demographic focus
Gen X (Born 1965-1980)
Fee options
AUM: 0.95%
Hourly: $300/Hour
Work history
Advise Financial LLC
2015 - Present (11 years)
Mercantil Investment Services
2015 - 2017 (2 years)
Mercantil Mutual Fund
2015 - 2017 (2 years)
Mercantil Bank
2010 - 2017 (7 years)
Mercantil Mutual Fund
2009 - 2017 (8 years)
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